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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
* Reading and speaking in both English and Spanish fluently is required for this role.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to in...
....Read more...
Type: Permanent Location: Corona, US-CA
Salary / Rate: Not Specified
Posted: 2026-06-25 08:04:39
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorganChase within COMMERCIAL & INVESTMENT BANK, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Creates and executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Develops secure high-quality production code, and reviews and debugs code written by others
* Drives team adoption of enterprise-authorized AI-assisted engineering practices within the work environment to improve code quality, delivery speed, and operational outcomes (e.g., AI-assisted code review/refactoring, test strategy acceleration, incident/root-cause analysis support), while establishing consistent validation standards (secure coding, peer review, automated testing) and promoting reuse of effective patterns across the team.
* Applies knowledge of tools within the Software Development Life Cycle toolchain, including enterprise-authorized AI-assisted development and automation capabilities, to improve the value realized by automation.
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Processing and analyzing large datasets using Big Data technologies, including Apache Spark, across data platforms comprising of Redshift, SQL DB, RDS and Databricks.
* Setup and Configuration of AWS services such as S3, Databricks, Step Functions, EMR, Glue, Lambda, RDS, Step-Functions and API Gateway for scripting, automation, and orchestration of data workflows.
* Demonstrated experience leading effective use of approved AI-assisted software development tools (e.g., for coding, code review, test acceleration, troubleshooting) with the ability to set team expectations for validating AI outputs for correctness...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-06-25 08:04:38
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Burr Ridge, US-IL
Salary / Rate: Not Specified
Posted: 2026-06-25 08:04:38
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Are you ready to elevate your career in a fast-paced, innovative environment? You will have the opportunity to utilize and keep developing your skills while contributing to a team that values growth and collaboration.
Join us and be part of a company that supports your professional journey and offers exciting challenges.
As a Trading Services Associate I within JPMorganChase, you will play a pivotal role in the seamless execution of trade activities, from order entry to settlement.
While still developing, your expertise in market products and understanding of automation technologies will be instrumental in optimizing our trading services.
You will be expected to leverage your proficiency in change management and continuous improvement to enhance the efficiency and resilience of our operating platform Your role will also allow you to keep developing your relationships with internal stakeholders, presenting insights to senior management, and driving process improvements.
Your decisions will contribute and impact on short-term team and department goals, and you will often guide others in their work activities, contributing to the overall success of our trading services.
Job responsibilities
* Capable of utilizing AI and machine learning to enhance trade service processes and improve decision-making, driving data-driven insights and outcomes.
* Support daily trading operations by ensuring timely execution and accuracy of trades, while collaborating with traders and team members to resolve discrepancies.
* Monitor and reconcile trading accounts, driving the development and implementation of process improvements to enhance operational efficiency.
* Deliver exceptional service to internal and external clients, maintaining up-to-date knowledge of market trends, trading regulations, and ensuring compliance with company policies and industry standards.
* Prepare and analyze trading reports for management review, contributing to strategic discussions in team meetings and handling ad-hoc projects and tasks as needed.
* Assist in training and mentoring junior team members, fostering a collaborative and growth-oriented environment.
* Utilize strong analytical and problem-solving skills to support strategic initiatives and drive continuous improvement.
Required qualifications, capabilities, and skills
* Proven experience in trading or financial services, demonstrating a strong foundation in industry practices and operations.
* Strong analytical and problem-solving skills, enabling effective decision-making and issue resolution.
* Excellent communication and interpersonal abilities, facilitating clear and productive interactions with colleagues and stakeholders.
* Proficiency in Microsoft Office Suite, particularly Excel, complemented by advanced digital literacy for integrating innovative technologies in trade services.
* Capability to work effectively in fast-paced environments, maintaining a ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-06-25 08:04:37
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Are you ready to elevate your career in a fast-paced, innovative environment? You will have the opportunity to utilize and keep developing your skills while contributing to a team that values growth and collaboration.
Join us and be part of a company that supports your professional journey and offers exciting challenges.
As a Trading Services Associate ll within JPMorganChase, you will play a pivotal role in the seamless execution of trade activities, from order entry to settlement.
While still developing, your expertise in market products and understanding of automation technologies will be instrumental in optimizing our trading services.
You will be expected to leverage your proficiency in change management and continuous improvement to enhance the efficiency and resilience of our operating platform.
Your role will also allow you to keep developing your relationships with internal stakeholders, presenting insights to senior management, and driving process improvements.
Your decisions will contribute and impact on short-term team and department goals, and you will often guide others in their work activities, contributing to the overall success of our trading services.
Job responsibilities
* Execute daily trading operations efficiently, ensuring timely and accurate trade execution while collaborating with traders and team members to resolve discrepancies.
* Monitor and reconcile trading accounts to maintain accuracy, driving the development and implementation of process improvements for enhanced operational efficiency.
* Deliver exceptional service to internal and external clients, maintaining up-to-date knowledge of market trends, trading regulations, and ensuring compliance with company policies and industry standards.
* Prepare and analyze trading reports for management review, actively participating in team meetings and contributing to strategic discussions.
* Assist in training and mentoring junior team members, fostering a collaborative and growth-oriented environment.
* Manage ad-hoc projects and tasks as assigned, demonstrating adaptability and a proactive approach to addressing emerging needs.
Required qualifications, capabilities, and skills
* Skill in utilizing AI and machine learning to enhance trade service processes, driving improved decision-making and data-driven insights.
* Extensive experience in trading or financial services, showcasing a deep understanding of industry practices and operations.
* Strong analytical and problem-solving skills, enabling effective decision-making and innovative solutions.
* Excellent communication and interpersonal abilities, facilitating clear and productive interactions with colleagues and stakeholders.
* Proficiency in Microsoft Office Suite, particularly Excel, along with advanced digital literacy for integrating innovative technologies in trade services.
* Ability to thrive in fast-paced environments, maintaining a detail-orie...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-06-25 08:04:36
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Gresham, US-OR
Salary / Rate: Not Specified
Posted: 2026-06-25 08:04:36
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Palm Beach Gardens, US-FL
Salary / Rate: Not Specified
Posted: 2026-06-25 08:04:33
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Carrollton, US-TX
Salary / Rate: Not Specified
Posted: 2026-06-25 08:04:31
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Join our dynamic and high-energy team as a Consumer Direct Home Lending Advisor at Chase Home Lending.
Leverage your exceptional knowledge and understanding of home lending products to serve as the primary point of contact for your customers throughout the life of the loan.
Our Home Lending team will support you with their demonstrated expertise in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
This role offers a unique opportunity to grow your career and make a significant impact on our business.
As a Consumer Direct Home Lending Advisor within the Chase Home Lending team, you will guide clients through the home lending process, ensuring strong sales results.
Utilizing your extensive knowledge of home lending products, you will act as the main point of contact for your customers throughout the loan duration.
You will comply with all regulatory requirements while marketing and promoting Chase's financial products.
Job Responsibilities
* Lead Generation & Conversion: Convert warm inbound inquiries and leads into qualified mortgage applications using proactive, consultative selling.
* CRM Management: Efficiently record customer interactions and follow-up activities in our CRM system.
* Phone Consultations: Conduct thorough phone consultations to guide clients through the mortgage process.
* Regulatory Compliance: Uphold all industry regulations and manage associated risks
* Client Retention: Provide exceptional post-application support to build long-term client relationships.
Required Qualifications, Capabilities, and Skills
* Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) or relevant financial software.
* Self-motivated, detail-oriented, and organized, with the ability to manage multiple tasks and meet deadlines.
* Excellent oral and written communication skills.
* Ability to adhere to an in-office work schedule and participate in on-site training Monday through Friday, with varying hours.
Preferred Qualifications, Capabilities, and Skills
* Bachelor's degree or equivalent experience in finance, business, or a related field.
* 2 years of experience in mortgage sales, banking, or related financial services, with a strong understanding of mortgage products.
* Strong adaptability and time management skills, with a proven track record of exceeding sales targets and delivering exceptional conversion rates.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony con...
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Type: Permanent Location: Jacksonville, US-FL
Salary / Rate: Not Specified
Posted: 2026-06-25 08:04:30
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You will join the Electronic Client Solutions (ECS) team, which is the client-facing organization for all automated trading capabilities in Cash Equities.
This team builds, manages and delivers the leading industry platform for algorithmic execution and liquidity solutions, data, analytics and low latency trading capabilities to institutional, hedge fund and systematic trading firms.
The team partners with clients and provides in-depth TCA analysis and execution consultations.
The ECS product suite is designed to source liquidity effectively across an ever-changing landscape of liquidity centers, minimize transaction costs and maintain anonymity for our clients.
It includes, Global algorithmic trading products, Differentiated liquidity solutions, Global direct market access and smart order routing and Pre- and post-trade analytics .
Job Summary
As an Executive Director on the Electronic Client Solutions (ECS) team , you will be a key player on the electronic product and execution consulting team within ECS, leveraging a combination of product management skills with excellent analytical capabilities and technical proficiency.
You will work closely with various business partners across the Global Equities Sales and Trading organization to deliver innovative solutions for our clients and build strong cross-functional relationships.
By leveraging quantitative skills and analysis, you will also interact with and closely engage with clients through algorithmic trading execution consultation and TCA reviews.
Job Responsibilities
* Define and lead product initiatives across the execution product spectrum for the Americas, including the Algorithmic trading product, Smart Order Router, and ATSs.
* Interact with our clients to understand their needs and offer J.P.
Morgan's Algorithmic and Smart Order Router product suite as well as bespoke solutions.
* Analyze client order flow using transaction cost analysis (TCA) and execution quality metrics to provide actionable insights to optimize trading performance and provide execution consulting.
* Partner with business analysts, core technology, legal/compliance, operations, and sales and trading teams to ensure product functionality is optimized.
* Produce in-depth analysis of product usage, client trends, trading performance, and revenues.
* Leverage analytical skills to analyze large data sets and provide actionable results to drive product evolution and client product usage.
* Maintain a working knowledge of equities trading, market structure, and the equities market regulatory landscape.
* Ensure adherence with all relevant regulatory and control agenda requirements.
* Be an integral member of the ECS team, working together to provide a positive client experience.
Required qualifications, capabilities, and skills
* Subject matter expertise in Algorithmic Trading, TCA/Execution Consulting, Smart Order Routers or Liquidity interaction.
* Extensive ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-06-25 08:04:30
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Euclid, US-OH
Salary / Rate: Not Specified
Posted: 2026-06-25 08:04:29
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Join a world-class team at the frontier of quantum computing, where your research directly shapes the future of financial technology.
At JPMorganChase, you will have the resources, partnerships, and scale to turn theoretical breakthroughs into real-world impact.
This is a rare opportunity to grow your career at the intersection of cutting-edge science and one of the world's most influential financial institutions.
As a Quantum Computing Research Scientist in the Global Technology Applied Research team, you will work across the full spectrum of quantum computing - from foundational theory and numerical simulation to hardware experimentation and financial applications.
You will collaborate with leading hardware partners and internal stakeholders to tackle some of the most complex computational challenges in finance.
We value intellectual curiosity, rigorous thinking, and the ability to bridge deep technical expertise with meaningful, real-world impact.
Job responsibilities
* Lead original research in quantum computing spanning algorithms, error correction, compilation, simulation, or financial applications, and publish results in top-tier academic venues
* Collaborate with quantum hardware partners to design and execute experiments on partially and fully fault-tolerant quantum devices
* Partner with lines of business to identify, formalize, and solve high-value computational problems using quantum and advanced classical methods
* Develop and maintain scientific software for algorithm development, circuit compilation, simulation, and benchmarking
Required qualifications, capabilities, and skills
* Ph.D.
in computer science, physics, mathematics, or a related field with a research focus in quantum computing
* Strong publication record in at least one of the following: quantum algorithms, quantum error correction, quantum complexity theory, quantum simulation, or computational finance
* Proficiency in Python, C++, or Julia
* Clear written and verbal communication skills with the ability to convey technical concepts to both specialist and non-technical audiences
Preferred qualifications, capabilities, and skills
* Experience with scientific computing and numerical methods
* Familiarity with quantum error-correcting codes - including surface, color, or other topological codes - and fault-tolerant circuit design
* Knowledge of quantum algorithms applied to financial problems such as optimization or risk analysis
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-06-25 08:04:28
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Join our team to foster agile methodologies, encouraging a culture of innovation and high performance in a leading financial institution.
As an Agility Lead in Consumer Commercial Banking Digital Team, you will play a significant role as a champion for the adoption and continuous improvement of Agile practices within our teams.
Leveraging your deep knowledge of product development methodologies and Agile principles, use your expert guidance, mentorship, and support to teams to foster a culture of collaboration, innovation, and high performance.
As a recognized subject matter expert, put your knowledge to use to work on complex issues, exercise considerable judgment, and make impactful decisions that shape the operational and business direction of your sub-function.
Your leadership, communication, and coaching skills will be instrumental in empowering teams to deliver high-quality solutions efficiently and effectively, while continuously adapting to changing requirements and priorities.
As an Agility Vice President in Digital, you will drive organizational transformation by championing agile principles across multiple teams and business units, while leveraging advanced data analytics to inform executive-level decisions.
In this pivotal role, you'll mentor leaders, influence executive decision-making, and deliver actionable insights that shape business direction and innovation across the organization.
You will lead cross-functional teams in applying advanced agile methodologies and data analytics to drive strategic product delivery and continuous improvement.
You will help optimize delivery, strengthen agile maturity, and enable transparent, metrics-driven execution across product and technology stakeholders.
Job responsibilities
* Lead and coach teams to adopt and implement agile methodologies and promote open communication and engagement among team members ensuring continuous improvement and alignment with organizational goals.
* Use advanced communication, facilitation, and presentation skills to manage and influence stakeholders while communicating organizational impediments to leadership.
* Develop and implement short to mid-term operational and transformation plans, prioritize tasks and manage resources to achieve product goals in a timely and efficient manner through the utilization of metrics and evidence-based decisions.
* Identify trends and generate original ideas to contribute to the development of new policies and best practices within the discipline.
* Lead and mentor cross-functional teams through the product development lifecycle, applying advanced agile principles and practices to ensure timely delivery, scalability, and continuous improvement.
* Facilitate and guide executive-level discussions, strategic decision-making processes, and collaborative activities to foster a high-performing, inclusive environment across the organization.
* Develop and deliver agile training programs, providing ...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-06-25 08:04:28
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Lewisville, US-TX
Salary / Rate: Not Specified
Posted: 2026-06-25 08:04:27
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Minneapolis, US-MN
Salary / Rate: Not Specified
Posted: 2026-06-25 08:04:27
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Coppell, US-TX
Salary / Rate: Not Specified
Posted: 2026-06-25 08:04:26
-
Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As an Executive Director in the Credit Point of View team within CCB Risk, you will be accountable for consumer credit analysis across industry product types and CCB portfolios - informed by changes in the competitive landscape, consumer behavior, and macro-economic influences.
The credit views are used to support the Chief Risk Officer (and other senior leaders including the firm CRO, CFO, Investor Relations and Regulators) with a proactive viewpoint on consumer credit trends.
You will be a strategic architect of compelling views of consumer and wholesale credit risk across CCB.
Job Responsibilities:
* Perform analysis to research credit and consumer behavior trends, understand their drivers, and conduct impact assessments on consumer credit portfolios.
* Evaluate how changes in the consumer credit environment impact the performance of credit portfolios - with a particular focus on macroeconomic, socioeconomic, and competitive intelligence trends.
* Research topics sourced from the media, investor questions, and general industry trends and proactively apply quantitative disciplines to associate topics with potential emerging risks around delinquency, loss and roll-rates, and forecasts.
* Build compelling data visualizations and distill key information clearly from large amounts of data.
* Communicate key findings, participate in forums, and advance the dialogue around credit trends within the risk community at both the analyst and executive levels
Required qualifications, capabilities, and skills:
* Minimum 7 years of credit experience, in one or more consumer credit portfolios
* College degree or equivalent in business, economics, statistics, STEM or related field of study
* Econometric experience (e.g., competence in understanding key macro drivers of credit risk, customer behavior, and lending strategy) with a strong sense of data source familiarity (Census, BLS, FRED data)
* Strong data and analytical skills including familiarity with tools such as SAS, SQL, Alteryx, Tableau and python to manipulate big data into manageable analytics and identify, explain, and visualize key trends
* Experience with complex risk analyses (delinquency, roll-rates, and other risk measurements) to provide senior management with business insights of consumer credit quality and behavior trends, and portfolio performance
* Communication skills and ability to convey risk management results, outlooks and c...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-06-25 08:04:25
-
Job Summary
JPMorganChase Digital is seeking a Vice President, Product Manager to lead product strategy and execution for our CRM capabilities and advisor platform experiences.
This role owns the product vision, roadmap, and delivery outcomes, translating advisor and client needs into scalable platform capabilities that improve advisor productivity, client engagement, and operating efficiency.
The VP Product Manager will also explore and integrate AI/ML capabilities - including generative AI, intelligent automation, and predictive analytics - into CRM and advisor platform experiences to enhance advisor productivity and client outcomes.
The VP Product Manager will drive cross-functional alignment across Technology, Design, Data, Operations, and Control Partners to deliver measurable business impact while meeting governance, risk, and regulatory expectations.
The ideal candidate combines strong product craft with domain depth in CRM and advisor workflows within a highly controlled financial services environment.
Key Responsibilities
* Own the end-to-end product lifecycle for CRM and advisor platform capabilities, including vision, strategy, roadmap, prioritization, and measurable outcomes aligned to business objectives.
* Partner with advisor-facing stakeholders to define target user journeys and workflows, translating pain points into product requirements that improve adoption, retention, and productivity.
* Lead cross-functional delivery across Engineering, Architecture, UX/Design, and Data/Analytics, establishing clear accountability for scope, timelines, quality, and operational readiness.
* Identify and drive opportunities to leverage AI/ML - including generative AI, predictive analytics, and intelligent automation - within CRM and advisor workflows, partnering with Data Science and AI/ML teams to define use cases, validate feasibility, and deliver AI-powered product experiences.
* Define and maintain product artifacts and operating rhythms, including multi-quarter roadmaps, epics/features, success metrics, dependency management, and executive-level status reporting.
* Drive governance and risk partnership across Compliance, Legal, Risk, Controls, Privacy, and Cybersecurity to ensure products are designed and delivered in line with firm policy, regulatory obligations, and control standards.
* Manage stakeholder alignment and trade-offs, balancing near-term delivery with long-term platform modernization, resiliency, and scalability.
* Establish KPI frameworks and instrumentation (e.g., usage, conversion, task completion, advisor efficiency, client engagement), using data to inform prioritization and continuous improvement.
* Influence platform direction and integration patterns across channels and systems, including data flows, identity/access, workflow orchestration, and interoperability with upstream/downstream platforms.
* Contribute to product talent development through mentoring, setti...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-06-25 08:04:25
-
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 100 - 130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve b...
....Read more...
Type: Permanent Location: Shreveport, US-LA
Salary / Rate: Not Specified
Posted: 2026-06-25 08:04:24
-
JPMorgan Asset Management provides investment management products and services to institutional and individual investors worldwide.
It offers the full spectrum of investment strategies - from equity, cash management, fixed income, currency and asset allocation to alternative asset classes such as private equity, real estate, and hedge funds.
Global Funds Management oversees the delivery of J.P.
Morgan Funds, ETFs, Separately Managed Accounts, Retirement Solutions, and the NY State Advisor-Guided 529 Plan to individual and institutional investors around the world with 175B in Defined Contribution assets under management.
JPMorgan Chase & Co.
is a strong retirement player aspiring to market leadership.
Each day 10,000 Baby Boomers turn 65, meaning saving for and providing income in retirement is one of the firm's top strategic priorities.
Job Summary
As an Internal Client Advisor Retirement Plan Specialist within the Chase Middle Market Banking team, you will play a crucial role in addressing the retirement needs of our clients.
Your responsibilities will include connecting advisors and their clients to our award-winning retirement plan resources and solutions, with the ultimate goal of improving retirement outcomes for small businesses, their employees, and team member retirement plan participants.
You will be part of a team that provides comprehensive recordkeeping and retirement plan services to private sector defined contribution retirement plans for small to mid-sized plans, while also identifying investment placement opportunities for existing retirement advisor sold plans.
Our team offers two record keeping platforms: Retirement Link, our solution for small to mid-market businesses, and Everyday 401K (EDK), our solution for start-ups and small plans.
Job Responsibilities
* Educating advisors on our record keeping solutions while gaining investment market share
* Providing plan insight, industry & competitive perspective to inform client decisions
* Coordinating with DC and retail field sales counterparts to promote platform solutions
* Implementing our sales process to uncover opportunities and advance sales
* Supporting external sales team by ensuring content, capabilities, and tools are in sync
* Managing pipeline and implementation pre-work to ensure seamless support experience
Required qualifications, capabilities and skills
* Proven track record of sales success developing and maintaining relationships
* Ability to multi-task and manage priorities across multiple territories
* Financial market and retirement industry understanding & aptitude
* Excellent written and verbal communication skills
* Ability to leverage multiple resources and systems to maximize productivity
* Coachability and ability to incorporate feedback quickly and consistently
* Effectiveness in presenting complex ideas, resources, and solutions
* Proven track record of success in performance ...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-06-25 08:04:23
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Leverage your deep technical expertise and leadership to guide cutting-edge projects, fostering growth and innovation in a dynamic environment.
As a Lead Technical Program Manager in the Enterprise Technology - Identity and Access Management team, you will drive the successful delivery of complex technology projects and programs that will help reaching business goals across the firm.
Leveraging your deep knowledge of technical principles, practices, and theories is essential for developing innovative solutions, while simultaneously effectively managing resources, budgets, and high-performing teams.
Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that technology initiatives align with business goals.
With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes.
As a subject matter expert, you will contribute to the development of operational plans and risk management strategies, ensuring the highest quality and professionalism in service delivery.
You will drive cross-functional programs that identify, assess, and mitigate technology risks across platforms and services, partnering closely with Product, Delivery, Risk, and Compliance to develop operationalize controls, accelerate remediation, and ensure adherence to regulatory and internal policy requirements.
Job Responsibilities:
* Lead end-to-end delivery of complex, multi-team IAM initiatives with clear scope, milestones, budgets, and measurable outcomes.
* Partner with Product and Delivery teams to assure the translation of requirements into product and engineering roadmaps; prioritize to deliver predictable, high-impact results.
* Identify, assess, and facilitate the mitigation of delivery risks.
* Establish program governance and execution rigor (RAID management, dependency mapping, steering forums, escalation paths, decision logs etc.).
* Ensure IAM programs are delivered with regulatory and policy adherence through embedding compliance-by-design, privacy-by-design, and least-privilege principles.
* Apply technical depth to resolve delivery trade-offs, and de-risk delivery.
* Manage resources, and vendor/partner performance; optimize capacity across internal teams and third parties.
* Build and sustain strong stakeholder relationships and executive communications; provide transparent dashboards on roadmap progress, risk posture, and value realization.
* Lead organizational change management-readiness, training, adoption-and drive continuous improvement through process, tooling, and automation.
Required qualifications, capabilities, and skills
* 5 + years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in a large organization
* Advanced expertise in stakeholder ma...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-06-25 08:04:23
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Join a team where data rigor meets real-world impact in global Securities Services.
As a US Tax Withholding Associate, you'll turn complex IRS rules into precise, audit-ready outcomes-driving accurate withholding, airtight controls, and year-end reporting at scale.
Partner across Tax, Technology, and Client Service to automate data quality, resolve cross-border scenarios, and reduce risk for clients across asset classes.
The US Tax Withholding Associate supports end-to-end withholding and information reporting for US source income across Securities Services client accounts, with a heavy focus on manipulating and validating large, complex data sets to ensure accuracy and strong control outcomes.
The associate will apply IRS Chapters 3 and 4 rules, review tax documentation (W-8/W-9), execute withholding and deposits, and support year-end reporting (1042-S/1099).
Success in this role requires exceptional attention to detail, rigorous adherence to control procedures, and comfort working with high-volume transactional data.
Job responsibilities:
* Extract, transform, and reconcile large data sets from custody, tax engines, and documentation systems; build repeatable workflows that enhance data quality and lineage.
* Perform data validations, outlier detection, and exception handling across high-volume income events and client populations; document assumptions and control evidence.
* Calculate and apply US nonresident (Chapter 3) and FATCA (Chapter 4) withholding on US source income events across asset classes and account types, ensuring rate accuracy per documentation and treaty eligibility.
* Reconcile withholding accruals versus remittances; support timely federal tax deposits and payment processes; maintain audit-ready trails for all adjustments and exceptions.
* Support preparation and quality control for Forms 1042-S, 1099, and 1042, including data validation, corrections, and amendments; manage high-volume file generation and reconciliation checkpoints.
* Execute year-end and interim reporting timelines with precision, ensuring reconciled totals, error-rate thresholds, and complete audit trails.
* Execute daily control checks, tolerance-based reconciliations, and root-cause analysis; raise issues promptly and drive remediation with documented evidence and sustainable fixes.
* Maintain and enhance SOPs/runbooks, embedding preventive and detective controls in data workflows.
* Partner with Client Service, Tax Product, and Technology to resolve client queries and complex withholding scenarios; communicate data-driven findings clearly and succinctly.
* Translate regulatory/tax requirements into operational steps and control points; support UAT and production validation for tax engine and documentation platform changes.
Required qualifications, capabilities and skills:
* Bachelor's degree in Accounting, Finance, Business, Economics, Data/Information Systems, or related field; or equivalent ...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-06-25 08:04:22
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Required Qualifications, Capabilities, and Skills
* Three plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
* Experience with and in-depth knowledge of the equity and fixed inc...
....Read more...
Type: Permanent Location: Fort Lauderdale, US-FL
Salary / Rate: Not Specified
Posted: 2026-06-25 08:04:20
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Flint, US-MI
Salary / Rate: Not Specified
Posted: 2026-06-25 08:04:18
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Fort Gratiot, US-MI
Salary / Rate: Not Specified
Posted: 2026-06-25 08:04:17